Smarter invoicing for legal teams

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Record time directly against a matter, add billable or non-billable activities, and capture expenses with supporting receipts. Approved billing events and expenses can then flow into the invoice process, helping your team reduce manual administration and keep billing on track.

Support different matter arrangements with billing types including Contingent Fee, Per Diem, Fixed Fee and Retainer. Fixed Fee matters can also use a dedicated fee schedule to help manage agreed charges.

Run invoices for all eligible matters or select specific matters using a defined cutoff date. Before generating documents, billing teams can review invoice lines, edit details, add approved items or remove lines that need further attention—all while the invoice remains in New status.

• Approve before invoicing: ensure only approved billing events and expenses are included in      an invoice run.
• Reset instead of deleting: return a removed line to Pending, change its matter or mark it as      non-billable without deleting the original record.
• Track invoice status: move invoices through New, Billed, Complete and Cancelled      statuses, with billed invoices locked against further changes.
• Review in one view: expand an invoice to inspect its individual lines and make  adjustments where required.

These controls give legal and finance teams a reliable audit trail from the original matter entry through to the final invoice.

Create client-ready tax invoices in Word or PDF, or generate LEDES statements for e-billing systems. You can also produce documents with no attachments or receipts only, helping your team tailor invoice outputs to each client’s requirements.

With d365Legal, your team can connect matter-level time and expenses to a repeatable invoicing workflow. Spend less time chasing missing entries and managing spreadsheets, and more time delivering a consistent billing experience for your firm and its clients.